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SPAB icon

NewEdge Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

NewEdge Advisors’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.6M Sell
1,667,791
-29,399
-2% -$750K 0.13% 164
2026
Q1 		$43.5M Sell
1,697,190
-182,871
-10% -$4.72M 0.16% 133
2025
Q4 		$48.4M Buy
1,880,061
+284,295
+18% +$7.36M 0.18% 111
2025
Q3 		$41.3M Sell
1,595,766
-310,713
-16% -$7.95M 0.19% 106
2025
Q2 		$48.8M Buy
1,906,479
+136,200
+8% +$3.44M 0.25% 81
2025
Q1 		$45.2M Sell
1,770,279
-54,156
-3% -$1.37M 0.27% 82
2024
Q4 		$45.6M Sell
1,824,435
-50,818
-3% -$1.29M 0.27% 69
2024
Q3 		$49M Buy
1,875,253
+361,173
+24% +$9.3M 0.32% 60
2024
Q2 		$38M Buy
1,514,080
+188,832
+14% +$4.71M 0.28% 77
2024
Q1 		$33.5M Buy
1,325,248
+186,982
+16% +$4.73M 0.29% 77
2023
Q4 		$29.2M Buy
1,138,266
+831,893
+272% +$20.5M 0.28% 84
2023
Q3 		$7.46M Sell
306,373
-28,840
-9% -$719K 0.08% 240
2023
Q2 		$8.5M Buy
335,213
+330,971
+7,802% +$8.47M 0.1% 210
2023
Q1 		$109K Buy
4,242
+3,126
+280% +$80K ﹤0.01% 1721
2022
Q4 		$10.1K Buy
+1,116
New +$28K ﹤0.01% 2369

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

NewEdge Advisors's SPAB Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.7% in Q2 2026, selling an estimated $750K and leaving 1,667,791 shares worth $42.6M. The position accounts for 0.13% of the portfolio, ranked #164.

NewEdge Advisors first reported a position in SPAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $49M in Q3 2024. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • NewEdge Advisors held 1,667,791 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $42.6M as of Q2 2026.
  • NewEdge Advisors sold 29,399 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $750K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.13% of NewEdge Advisors's portfolio in Q2 2026, its #164 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $49M in Q3 2024.
  • 542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.